Ironwood Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-238
| Closed | -$15K | – | 400 |
|
|
2019
Q4 | $15K | Buy |
238
+1
| +0.4% | +$63 | 0.01% | 233 |
|
|
2019
Q3 | $15K | Hold |
237
| – | – | 0.01% | 234 |
|
|
2019
Q2 | $13K | Sell |
237
-1
| -0.4% | -$55 | 0.01% | 245 |
|
|
2019
Q1 | $12K | Hold |
238
| – | – | 0.01% | 242 |
|
|
2018
Q4 | $10K | Sell |
238
-12
| -5% | -$504 | 0.01% | 241 |
|
|
2018
Q3 | $11K | Buy |
250
+238
| +1,983% | +$10.5K | 0.01% | 246 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 273 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 248 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 250 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 256 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 255 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 256 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 260 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 263 |
|
|
2016
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 269 |
|
|
2016
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 274 |
|
|
2015
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 356 |
|